CRM for manufacturers and traders, where every quote gets a follow-up
A trade enquiry rarely closes on the first call. The buyer wants a rate, compares it with other suppliers, and goes silent. CRM Bundals keeps the stage and the next call for every buyer, for a team that sells on the phone from their own mobiles.
What the pack sets up
For factories, wholesalers and distributors who quote on the phone. One of the 7 starter packs, picked at sign-up.
Stages and visits
Sources and lost reasons
A source name is a label on the lead, not a connection. Everything on this page can be changed in Settings.
Pick Manufacturers and traders at sign-up. Leads ask about a product. The stages follow a quotation: Fresh, Requirement taken, Quote sent, Negotiation. A deal ends as Order won, or as Lost with a reason, and No reply after quote is one of them. Factory visit, Customer visit and Sample dispatch are the visit kinds, so a sample going out has a date like any meeting. Exhibition and Old customer are in the source list beside IndiaMART, TradeIndia and JustDial.
A caller’s day
What changes for the person who rings the buyers.
The day starts with an import.
- IndiaMART, TradeIndia and JustDial are source names, not connections. Download the enquiries there and import the file here.
- Repeats are skipped and counted, so the same buyer is not called by two people.
- New leads go to your callers in turn.
Shown with the demo coaching academy.
Requirement first, then the quote.
- The fresh-lead script asks the product, the quantity, the delivery place and when they need it.
- After the call the caller picks the stage: Requirement taken, then Quote sent once the quote has gone out your usual way.
- No next follow-up, no save. A quote always has a call after it.
Shown with the demo coaching academy.
Silence after a quote shows up.
- Each follow-up says what it is about, so the caller knows which quote this is.
- Late follow-ups sit on top in red.
- If the buyer never replies, the caller closes the lead as Lost with the reason No reply after quote.
Shown with the demo coaching academy.
The owner’s view
What changes for the person who owns the order book.
Old customers, called on time.
- A lead that reaches Order won becomes a customer by itself.
- Give a customer a due date for the repeat order. It can repeat every few months.
- Marking one done makes the next one.
Shown with the demo coaching academy.
Outstanding has its own calls.
- Add what is owed by hand or from an Excel or CSV file.
- After a collection call pick Promised, Part paid, Paid, No answer, Call later or Dispute.
- A promise needs a date. When the date passes it shows as a broken promise.
Shown with the demo coaching academy.
Said plainly
- Keeps each buyer’s product, source, stage and next call in one place.
- Shows the caller what to ask before the call.
- Gives factory visits, customer visits and sample dispatches a date.
- Turns a won order into a customer with repeat-order dates.
- Keeps a calling list for outstanding payments.
- IndiaMART, TradeIndia and JustDial are not connected. Download there, import here.
- It does not make quotations or invoices. Quote sent is a stage, not a document.
- No stock, price list or order processing. No GST billing or accounts.
- It does not record calls, and there is no auto-dialler or bulk calling.
- It does not send WhatsApp messages. A saved message opens in the caller’s own WhatsApp.
Asked by this trade
Can IndiaMART enquiries come in by themselves?
Not yet. Download the enquiries from IndiaMART and import the file. Numbers you already have are skipped and counted, so importing the whole sheet again is safe.
Does CRM Bundals make the quotation?
No. Make and send the quote the way you do now. Then move the lead to Quote sent and set the next call.
Our sales staff also visit customers. Does that fit?
Customer visit and Factory visit are visit kinds in the pack. A visit is booked from the lead’s page and gets a reminder follow-up 2 hours before.
Can I see why orders are lost?
Every lost lead carries a reason from your list. The pack starts with Price too high, Bought from another supplier, Quantity too small, No reply after quote and Could not reach.
Is this billing or stock software?
No. It does calling and follow-up only. Keep your billing and accounts software as it is.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.